Add a New Applicant Record

Go to the ‘Applicants’ Module and click on ‘New Applicant’.

You will be presented with the ‘Contacts - New Screen’, please note that the contact type will default to ‘Applicant’.

Tab through filling in Title, First and Last Name, this will automatically generate an Account Reference, Salutation and ‘File As’, fill in all address and contact details and if multi company select the correct ‘Company’.

Notice on the information bar down the right side column you will have ‘Requirements’ here you can fill in search parameters for the tenant if they are still looking for a property in a specific area you can define the area, the type of property, the amounts of rooms, and any rent range.

If the tenant has children, pets, is a smoker or receives DSS you can also define this here.

When the requirements have been recorded/selected you can now perform a search on these for applicant matching on properties. This can be found using the ‘Find a Tenant’ option within a property record.

Once you have completed all applicable information, click ‘Save and Exit’

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